SEC Form ADV · CIK 2039088

COMPASS FINANCIAL SERVICES

Firm profile: Compass Financial Advisory Services — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIA
$407.4M
Assets Under Management
1,909
Total Clients
12
Employees
Get LP Contact Details

Registration Details

CIK
2039088
Accession
CRD-109441
Location
WEST DES MOINES, IA
Filing Date
April 28, 2026
AUM
$407.4M
Total Clients
1,909
Employees
12
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

COMPASS FINANCIAL SERVICES is a registered investment adviser headquartered in WEST DES MOINES, IA, managing approximately $407.4M in assets across 1,909 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.